MARKET WIREYahoo • 12h ago
iShares Russell 2000 (IWM) Adds Jackson Financial, Trims Glaukos on ThursdayThe fund sold $292.1 million more than it bought, with 1,876 positions decreased and one increased.
Why IWM ETF advanced +0.96% Today — RQD Quant Desk Flash
$279.33 +0.96% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $279.28
iShares Russell 2000 Small-Cap ETF (IWM) earns a Roarable Rating of C+ (Hold) with 69/100 RQD Confidence. As an exchange-traded fund, single-company GAAP gross margins, Altman-Z, and CEO Form 4 insider metrics are N/A for fund structure; its score reflects basket trend, institutional flow, and macro regime alignment.
ROARABLE C+ • HOLD / WATCH
Cap $72.00B
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Is IWM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, iShares Russell 2000 Small-Cap ETF (NYSE: IWM) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $279.33 (+0.96% 1D, market cap $72.00B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 11/20. Across 40 tracked ETF / Index issuers, IWM ranks #11 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does IWM compare to XLK and RSP in the ETF / Index sector?
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Within the ETF / Index sector (US Small-Cap 2000 Index), IWM carries a Roarable C+ (69/100 RQD), trailing P/E of N/A, gross margin of N/A (ETF), and ROIC of N/A (ETF). By comparison, XLK (Technology Select Sector SPDR Fund) holds a C grade (62/100 RQD, P/E N/A, ROIC —, cap $74.00B) and RSP (Invesco S&P 500 Equal Weight ETF) posts a B+ grade (76/100 RQD, P/E N/A, ROIC —, cap $74.00B). Among the 5-stock peer group, IWM leads on earnings multiple (N/A) while IWM leads on capital efficiency (— ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for IWM?
▼
For iShares Russell 2000 Small-Cap ETF (IWM), key quantitative strengths include Diversified US Small-Cap 2000 Index basket eliminates single-company earnings blowup risk. and Institutional 13F desks and index options flow show constructive basket demand., while primary risk factors center on Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures. and Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.. Institutional options positioning shows a 50% call / 50% put premium split.
✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $279.27 (-0.02%)🧬 ETF Open-End Share Creation/Redemption⚙️ Cash Engine: 17/20 (A-) • Liquid Basket
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 69/100 (C+) historically posted market-perform odds over rolling 90-day windows (+2.0% avg 90D alpha vs SPY • 57.3% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →RQD QUANT TACHOMETERHOLD / WATCH • C+
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw B · Rk C-
Each axis scored 0–20
12M PRICE TARGET CONE+5% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for IWM)Realized 20D OHLCV Swing Band: ±2.6%
Deterministic 5-Pillar Attribution (69/100 Composite)
🔍 WHY IWM SCORES 69/100 (C+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+17/20 pts (25% of score)
ETF liquidity & tracking efficiency ($72.00B AUM)
▲ #2 Bullish Driver: Whale & Options Positioning+17/20 pts (25% of score)
20D Institutional Volume Accumulation (±2.6% realized swing band)
▼ #1 Drag / Risk Factor: Macro Regime Fit8/20 pts (-12 pt drag)
Macro rate sensitivity & RSI-14 (49.4) create a -12 pt regime headwind
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade C$276.70-0.3% Next Q
61
Q2 (-2Q)Grade C+$275.78+1.6% Next Q
64
Q3 (-1Q)Grade B-$280.18-0.3% Next Q
66
CurrentGrade C+$279.33+2% Hist 90D α
69
Trajectory: C (61) → C+ (69)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER
⚔️ Adversarial Opposing Case: Why the IWM Bull Thesis Could Fail
Even with a 69/100 (C+) score, IWM faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
⚠️ Forensic Kill-Switch #1
Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures.
⚠️ Forensic Kill-Switch #2
Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.
⚠️ Forensic Kill-Switch #3
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($283.49) or 200D SMA ($278.86) invalidates the momentum regime and cuts Target Base ($293.16) toward Bear Floor ($228.66).
🎲 LIVE PREDICTION MARKET ODDS TIED TO $IWM• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “IWM Beats Next Quarter EPS Consensus (Quarterly Rebalance / Distribution) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why IWM ETF advanced +0.96% Today — RQD Quant Desk Flash
iShares Russell 2000 Small-Cap ETF (IWM) advanced +0.96% to $279.33, trading at 66% of its 52-week range ($228.9 – $305.18). ETF / Index Composite (US Small-Cap 2000 Index) tracking macro liquidity and institutional flow.
- ▸Technical Tape: Trading at 66% of its 52-week range ($228.9 – $305.18) with RSI-14 at 49.4 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±2.6% around $279.33 (no active unusual options sweep snapshot on file).
- ▸Fund Rating Anchor: Roarable C+ (Hold) with 69/100 RQD composite score.
Live IWM Headlines & Catalysts
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Scheduled RQD Strong Buys & Whale Accumulation Briefing (IWM Tape Review)
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IWM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +0.52%📐 HORIZONTAL RANGE
2026-11-02O $276.6H $279.3L $276.6C $279.3VOL 23.31M
RES: $309.6SUP: $266.4SMA50: $283.5SMA200: $278.9
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
IWM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
ETF / Index Composite — N/A for Fund Structure
Single-issuer corporate Reverse-DCF growth hurdles do not apply to index funds or ETFs.
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on IWM today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for IWM. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for IWM today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (IWM)
ETF / Index Rank #11 of 40
⚔️ XLK vs IWM Full Matrix →
1. Head-to-Head ETF / Index Peer Comparison (IWM vs. XLK, RSP, SCHD, GLD)
Industry: US Small-Cap 2000 Index (1 Tracked Issuers)Across 40 tracked ETF / Index securities in the Roarable RQD universe, iShares Russell 2000 Small-Cap ETF (IWM) ranks #11 by composite RQD confidence (69/100, grade C+) and #8 by equity capitalization ($72.00B). Within this direct 5-issuer industry benchmark cohort, IWM leads on earnings valuation at N/A trailing P/E, while IWM leads on capital efficiency and profitability with ETF composite structure and benchmark tracking. SCHD currently holds the highest overall quantitative score in the immediate peer group at 77/100 (B+) compared with IWM at 69/100 (C+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| IWM
ACTIVE
iShares Russell 2000 Small-Cap ETF | C+ | 69/100 | — | — | — | +0.96% | $72.00B | Benchmark Subject |
| XLK Technology Select Sector SPDR Fund | C | 62/100 | — | — | — | -1.20% | $74.00B | /xlk-vs-iwm → |
| RSP Invesco S&P 500 Equal Weight ETF | B+ | 76/100 | — | — | — | +1.19% | $74.00B | /rsp-vs-iwm → |
| SCHD Schwab U.S. Dividend Equity ETF | B+ | 77/100 | — | — | — | +1.46% | $65.00B | /schd-vs-iwm → |
| GLD SPDR Gold Shares Trust | D- | 39/100 | — | — | — | -1.34% | $82.00B | /gld-vs-iwm → |
2. IWM ETF Structure, Technical Regime & Benchmark Role Breakdown
EXCHANGE-TRADED FUND / COMPOSITE VEHICLE • NYSEBecause iShares Russell 2000 Small-Cap ETF (IWM) is structured as an exchange-traded fund / composite basket rather than a single operating corporation filing 10-K GAAP income statements, Roarable evaluates IWM on technical trend regime, moving-average dispersion, 52-week range positioning, relative strength (RSI-14), and secondary-market share volume liquidity. At $279.33, IWM trades vs. its 50-day SMA of $283.49 and 200-day SMA of $278.86 on daily liquidity of 23,311,194 shares.
50D SMA Level
$283.49
Medium-Term Trend Anchor
200D SMA Level
$278.86
Institutional Secular Line
52-Week Range Pos
66.0%
$228.90 – $305.18
RSI-14 Momentum
49.4
NEUTRAL RANGE
Volume Liquidity
23,311,194
AUM Cap $72.00B
3. IWM Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs IWM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, iShares Russell 2000 Small-Cap ETF (NYSE: IWM) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $279.33 (+0.96% 1D, market cap $72.00B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 8/20, and SEC Balance-Sheet Forensics 11/20. Across 40 tracked ETF / Index issuers, IWM ranks #11 in composite RQD confidence.
How does IWM compare to XLK and RSP in the ETF / Index sector?
Within the ETF / Index sector (US Small-Cap 2000 Index), IWM carries a Roarable C+ (69/100 RQD), trailing P/E of N/A, gross margin of N/A (ETF), and ROIC of N/A (ETF). By comparison, XLK (Technology Select Sector SPDR Fund) holds a C grade (62/100 RQD, P/E N/A, ROIC —, cap $74.00B) and RSP (Invesco S&P 500 Equal Weight ETF) posts a B+ grade (76/100 RQD, P/E N/A, ROIC —, cap $74.00B). Among the 5-stock peer group, IWM leads on earnings multiple (N/A) while IWM leads on capital efficiency (— ROIC).
What are the biggest fundamental strengths and SEC risk factors for IWM?
For iShares Russell 2000 Small-Cap ETF (IWM), key quantitative strengths include Diversified US Small-Cap 2000 Index basket eliminates single-company earnings blowup risk. and Institutional 13F desks and index options flow show constructive basket demand., while primary risk factors center on Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures. and Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is IWM trading relative to its 50-day, 200-day, and 52-week technical levels?
IWM last traded at $279.33 (+0.96% on volume of 23,311,194 shares), positioning the stock -1.47% below its 50-day simple moving average ($283.49) and +0.17% above its 200-day simple moving average ($278.86). Across its 52-week range of $228.90 to $305.18, IWM sits at the 66.1% percentile with a 14-day RSI of 49.4 (NEUTRAL RANGE) and an implied next-earnings move of ±2.6% ($272.07 to $286.59).
IWM Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is IWM stock moving today?
Why IWM ETF advanced +0.96% Today — RQD Quant Desk Flash. ETF / Index Composite (US Small-Cap 2000 Index) tracking macro liquidity and institutional flow.
ROARABLE RATING BRIEF • RQD 69/100 (C+)
✓ STAGE-C NUMBER FIREWALL VERIFIED
IWM — iShares Russell 2000 Small-Cap ETF: What the Facts Mean to a Prospective Investor
Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T14:08:28Z
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, IWM scores 69 out of 100 (grade C+, verdict "Roarable Hold — Upper Neutral / Watch for Breakout (ETF Composite Methodology)"). Across the five pillars: Fundamental Cash Engine scores 17 of 20 (ROIC 0%; FCF yield 0%); Whale 13F Flow scores 17 of 20 (institutional accumulation and options positioning); Insider Conviction scores 11 of 20 (SEC Form 4 and Congressional PTR cluster flow); Macro Regime Fit scores 8 of 20 (Beta 1.0; sector sensitivity); and Forensic Balance Sheet scores 16 of 20 (Altman Z 2.5; Piotroski F 6/9; Debt/Equity 0.5). For a prospective investor, the composite reads as a neutral-to-constructive setup: the balance sheet and institutional flow pillars carry the score, while the macro-regime pillar is the weakest and reflects a beta of 1.0, meaning the fund is expected to move broadly in line with the market rather than amplify it. Because this is an index ETF, the cash-engine metrics (ROIC and FCF yield, both 0%) describe the fund wrapper rather than underlying operating businesses, so they should not be read as a signal of weakness in the holdings. The verdict's "watch for breakout" language points to the stock's position in its trading range as the item to monitor rather than a fundamental inflection.
Business
IWM is an exchange-traded fund listed on the NYSE that tracks the US Small-Cap 2000 Index, per the profile. The fund is classified under the ETF / Index sector and US Small-Cap 2000 Index industry. Per the profile, it is described as a liquid institutional exchange-traded fund with approximately $72.0B in assets under management. Its revenue model, client base, and holdings detail are not described in the source data beyond this tracking-index framing.
Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples
Per the Butterfly Supply-Chain Graph, the supply chain is listed as NONE, with no butterfly links and no proprietary signals. Accordingly, no upstream or downstream dependencies, sector correlations, or second-order bottlenecks can be identified from the source data.
Open Questions
- What are the fund's underlying constituent holdings, weightings, and sector exposures within the Russell 2000 universe?
- What is the fund's expense ratio and tracking error relative to its index?
- What are the specific 13F institutional holder positions and the Form 4 or Congressional trade details behind the Whale and Insider pillar scores?
- What is the source and date of the 52-week range and the recent price movement that the "watch for breakout" verdict references?
IWM Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for iShares Russell 2000 Small-Cap ETF (IWM) • Click "Debate This Headline" to argue it in the Roar Pit below
🟡 MARKET WIRE Yahoo • 12h ago
iShares Russell 2000 (IWM) Adds Jackson Financial, Trims Glaukos on Thursday The fund sold $292.1 million more than it bought, with 1,876 positions decreased and one increased.
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🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
IWM Bull vs. Bear Conversation Board — What's Your Call at $279.33?
🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON IWM 🐻 50% BEARISH CONVICTION
RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST
🎯 Target: $301.68 (+8.0%)
📌 Pinned Debate 🔥 Official Bull vs. Bear Debate: Is IWM (C+ • RQD 69/100) a Buy at $279.33?
Welcome to the IWM (iShares Russell 2000 Small-Cap ETF) Roar Pit. Current RQD Composite is 69/100 (Roarable Hold — Upper Neutral / Watch for Breakout (ETF Composite Methodology)) in US Small-Cap 2000 Index. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
MU MultipleCompression Forensic Accounting Watch 🐻 BEARISH
🎯 Target: $209.50 (-25.0%)
Spot @ $279.33 Pump the brakes on IWM — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on IWM, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless iShares Russell 2000 Small-Cap ETF expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
DE DeltaGamma_99 Verified K Arena Trader 🐂 BULLISH
🎯 Target: $357.54 (+28.0%)
Spot @ $279.33 IWM cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on IWM, the market is fixating on short-term headline noise in US Small-Cap 2000 Index and ignoring the balance sheet and cash flow trajectory. At $279.33 (52-wk range $228.90 - $305.18), any beat on forward guidance forces shorts and underweight funds to chase.